| Cutler Group LP | 30 | $0 | 0.00% | −70−70.0% | Reduced |
| First Command Advisory Services, Inc. | 99 | $0 | 0.00% | +99 | New |
| Delos Wealth Advisors, LLC | 12 | $351 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 22 | $358 | 0.00% | +22 | New |
| WestEnd Advisors, LLC | 16 | $468 | 0.00% | +4+33.3% | Added |
| Baker Avenue Asset Management, LP | 18 | $526 | 0.00% | +18 | New |
| Federation des caisses Desjardins du Quebec | 20 | $584 | 0.00% | −2,900−99.3% | Reduced |
| Sofos Investments, Inc. | 29 | $609 | 0.01% | +29 | New |
| MCF Advisors LLC | 25 | $730 | 0.00% | −40−61.5% | Reduced |
| True Wealth Design, LLC | 25 | $730 | 0.00% | +25 | New |
| Fiduciary Alliance LLC | 25 | $731 | 0.00% | +25 | New |
| Ten Capital Wealth Advisors, LLC | 28 | $818 | 0.00% | +28 | New |
| Sanctuary Wealth Management, L.L.C. | 30 | $877 | 0.00% | +30 | New |
| Cambridge Trust Co | 50 | $1.00K | 0.00% | −44−46.8% | Reduced |
| Webster Bank, N. A. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 34 | $1.00K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 43 | $1.26K | 0.00% | −7−14.0% | Reduced |
| Disciplined Investments, LLC | 49 | $1.43K | 0.00% | −7−12.5% | Reduced |
| DT Investment Partners, LLC | 59 | $1.72K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 68 | $1.99K | 0.00% | −39−36.4% | Reduced |
| Lazard Asset Management LLC | 85 | $2.00K | 0.00% | −19−18.3% | Reduced |
| Semmax Financial Advisors Inc. | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 72 | $2.10K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 75,873 | $2.22K | 0.00% | −4,701−5.8% | Reduced |
| My Personal CFO, LLC | 85 | $2.48K | 0.00% | +85 | New |
| Bell Investment Advisors, Inc | 86 | $2.51K | 0.00% | +31+56.4% | Added |
| Lee Financial Co | 89 | $2.60K | 0.00% | +70+368.4% | Added |
| Freedom Wealth Alliance, LLC | 90 | $2.63K | 0.00% | +90 | New |
| New Millennium Group LLC | 95 | $2.78K | 0.00% | +27+39.7% | Added |
| Carolinas Wealth Consulting LLC | 95 | $2.80K | 0.00% | −7−6.9% | Reduced |
| Adirondack Trust Co | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $2.92K | 0.00% | −50−33.3% | Reduced |
| Syverson Strege & Co | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 86 | $3.00K | 0.00% | +86 | New |
| FinTrust Capital Advisors, LLC | 105 | $3.07K | 0.00% | −128−54.9% | Reduced |
| Sound Income Strategies, LLC | 107 | $3.13K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 139 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 150 | $4.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 152 | $4.44K | 0.00% | +152 | New |
| Heritage Wealth Management, LLC | 156 | $4.56K | 0.00% | +138+766.7% | Added |
| Capital Advisors, Ltd. LLC | 159 | $5.00K | 0.00% | +30+23.3% | Added |
| Coastal Capital Group, Inc. | 198 | $5.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 175 | $5.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 175 | $5.11K | 0.00% | +175 | New |
| Sutton Wealth Advisors Inc. | 177 | $5.17K | 0.00% | −44−19.9% | Reduced |
| Rosenberg Matthew Hamilton | 195 | $5.70K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $5.84K | 0.00% | +200 | New |
| Piershale Financial Group, Inc. | 200 | $5.84K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 240 | $6.00K | 0.00% | −205−46.1% | Reduced |
| PFG Private Wealth Management, LLC | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 207 | $6.05K | 0.01% | +207 | New |
| Macroview Investment Management LLC | 226 | $6.60K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 232 | $6.78K | 0.00% | −258−52.7% | Reduced |
| Morton Brown Family Wealth, LLC | 235 | $6.87K | 0.00% | −106−31.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 250 | $7.30K | 0.00% | −23−8.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 256 | $7.48K | 0.00% | +256 | New |
| Abound Wealth Management | 262 | $7.64K | 0.00% | +124+89.9% | Added |
| Eagle Bay Advisors LLC | 269 | $7.86K | 0.00% | −16−5.6% | Reduced |
| Advanced Asset Management Advisors Inc | 270 | $7.89K | 0.00% | +270 | New |
| Financial Management Professionals, Inc. | 268 | $8.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 274 | $8.01K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 283 | $8.27K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 285 | $8.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 287 | $8.39K | 0.00% | +144+100.7% | Added |
| Insight Financial Services | 288 | $8.41K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 290 | $8.47K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $8.77K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 306 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 338 | $9.88K | 0.00% | −1,006−74.9% | Reduced |
| Stonebridge Capital Advisors LLC | 347 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $10.4K | 0.00% | +68+23.7% | Added |
| Johnson Financial Group, Inc. | 354 | $10.4K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 359 | $10.5K | 0.00% | +259+259.0% | Added |
| Sargent Bickham Lagudis LLC | 362 | $10.6K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 368 | $10.8K | 0.00% | +368 | New |
| PFS Partners, LLC | 370 | $10.8K | 0.01% | +1+0.3% | Added |
| Dark Forest Capital Management LP | 373 | $10.9K | 0.00% | +353+1,765.0% | Added |
| Pflug Koory, LLC | 373 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 393 | $11.5K | 0.01% | +393 | New |
| Delta Asset Management LLC | 406 | $11.9K | 0.00% | +406 | New |
| Endurance Wealth Management, Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 412 | $12.0K | 0.01% | +412 | New |
| Richard W. Paul & Associates, LLC | 433 | $12.7K | 0.01% | +433 | New |
| Massmutual Trust Co FSB | 453 | $13.0K | 0.00% | −110−19.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 469 | $13.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 479 | $14.0K | 0.01% | +2+0.4% | Added |
| PrairieView Partners, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 469 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 509 | $14.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 509 | $15.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 528 | $15.4K | 0.00% | +283+115.5% | Added |
| Covestor Ltd | 552 | $16.0K | 0.01% | −2,138−79.5% | Reduced |